GLRY vs. CSMD ETF Comparison

Comparison of Inspire Faithward Mid Cap Momentum ESG ETF (GLRY) to Congress SMid Growth ETF (CSMD)
GLRY

Inspire Faithward Mid Cap Momentum ESG ETF

GLRY Description

The investment seeks to maximize growth and outperform the results (before fees and expenses) of the broader U.S. midcap stock market. The fund, an actively managed exchange traded fund (ETF), invests at least 80% of its net assets plus any borrowings for investment purposes in midcap stocks. Midcap stocks are defined as stocks of companies with market capitalizations between $3 billion and $10 billion that meet the fund's environmental, social and governance (ESG) criteria.

Grade (RS Rating)

Last Trade

$32.64

Average Daily Volume

9,733

Number of Holdings *

33

* may have additional holdings in another (foreign) market
CSMD

Congress SMid Growth ETF

CSMD Description The fund is an actively-managed exchange-traded fund ("ETF"). The fund seeks to achieve its investment objective by investing at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of small and mid-capitalization companies. The fund invests primarily in publicly traded stocks of U.S. companies which Congress Asset Management Company, LLP considers to have a small to mid-size market capitalization.

Grade (RS Rating)

Last Trade

$31.61

Average Daily Volume

40,471

Number of Holdings *

43

* may have additional holdings in another (foreign) market
Performance
Period GLRY CSMD
30 Days 4.83% 7.37%
60 Days 4.12% 5.09%
90 Days 4.18% 6.50%
12 Months 29.54% 29.61%
4 Overlapping Holdings
Symbol Grade Weight in GLRY Weight in CSMD Overlap
BJ A 3.32% 2.69% 2.69%
CVLT B 3.29% 2.18% 2.18%
CW B 3.52% 3.4% 3.4%
KNSL B 2.92% 1.75% 1.75%
GLRY Overweight 29 Positions Relative to CSMD
Symbol Grade Weight
EME C 3.96%
BWXT B 3.84%
FLS B 3.63%
TTD B 3.56%
SEIC B 3.46%
NRG B 3.43%
SLVM B 3.37%
GPI A 3.35%
CASY A 3.21%
EHC B 3.21%
RGA A 3.19%
ORI A 3.19%
APH A 3.17%
UTHR C 3.06%
OHI C 3.05%
MUSA A 3.04%
CHE D 2.87%
BRC D 2.84%
AN C 2.83%
AVGO D 2.83%
MSA D 2.82%
FANG D 2.77%
NTAP C 2.77%
KBH D 2.76%
QCOM F 2.63%
FCN D 2.56%
KLAC D 2.28%
MPWR F 1.78%
SMCI F 1.4%
GLRY Underweight 39 Positions Relative to CSMD
Symbol Grade Weight
FIX A -4.4%
CYBR B -3.72%
SPSC C -3.1%
VMI B -3.09%
PTC A -2.92%
TSCO D -2.88%
STRL B -2.85%
SUM B -2.62%
PBH A -2.59%
MEDP D -2.57%
WHD B -2.52%
UFPT B -2.51%
PODD C -2.46%
HALO F -2.45%
AZEK A -2.42%
MORN B -2.35%
WSM B -2.35%
ELF C -2.3%
ENTG D -2.21%
NVT B -2.15%
KBR F -2.08%
WAL B -2.08%
BMI B -2.08%
CDW F -1.94%
RRC B -1.93%
OLLI D -1.88%
STE F -1.87%
LECO B -1.86%
POOL C -1.85%
AVY D -1.75%
CHH A -1.69%
SMPL B -1.67%
WERN C -1.61%
TRNO F -1.59%
RGEN D -1.44%
OPCH D -1.19%
PEN B -1.16%
PSN D -0.9%
CALX D -0.02%
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